Frequently Asked Question
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Loan Processing
Our services can save you time, reduce errors, and improve efficiency, allowing you to focus on building relationships with clients and growing your business.
Sure, you certainly could. The question is: Is that the highest and best use of your time? Why not refocus your time and energy to doing what you love doing and are best at? Let us handle the rest!
We provide regular updates via email or Slack, keeping you informed every step of the way.
Pre-underwriting
Tactical Assessment, or Pre-Underwriting Analysis involves reviewing loan applications and supporting documents to identify potential issues and ensure that all criteria are met before submission to underwriters.
Pre-underwriting helps identify and address potential problems early in the loan process. By catching issues early, this can speed up the loan process, reduce the workload on your team, and improve overall efficiency.
Required documents typically include the loan application, income documents, credit reports, assets statements, and any other relevant documentation related to your scenario.
The duration varies depending on the complexity of the loan, but our team works diligently to complete the process as quickly and accurately as possible, typically within 24-48 hours.
Loan Officer Assistance
By handling time-consuming administrative tasks like reviewing the loan application for completeness or chasing borrower documents, our LO Assistance allows loan officers to concentrate on high-value activities, such as prospecting and client meetings.
Services include review of borrower application, borrower communication, document gathering, ensuring everything is received and reviewed for an accurate pre-approval assessment, while providing loan officers with status updates along the way.
Yes, our team is experienced in handling a wide range of loan scenarios, including complex and challenging files.
